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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,879 | $110,337-28.5% | $102,383-23.0% | $145,877-45.9% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 26.38% | 24.83%+1.6pp | 24.94%+1.4pp | 551.28%-524.9pp |
| Employer contribution / active EE | $2,397 | $4,216-43.1% | $3,870-38.1% | $4,663-48.6% |
| Participant deferral / active EE | $4,654 | $5,621-17.2% | $5,060-8.0% | $6,691-30.4% |
| Admin fee / account holder | $2,899 | $9,750-70.3% | $8,391-65.5% | $13,402-78.4% |